Books the first coaching session and adds calendar invites. Immediately after onboarding, this system prompts new clients to schedule their first one-on-one or group session and adds the event to both parties' calendars with all the relevant details.
Getting the first session on the calendar right away signals that the program is real and creates accountability from day one. It also removes the awkward back-and-forth email thread of trying to find a mutual time.
From trigger to result, here is the flow at a glance.
Onboarding Done
New client finishes the welcome steps
AI Finds Times
Surfaces open slots for the first session
Book And Invite
Schedules session, adds both calendar invites
Accountability Begins
First session on the calendar from day one
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